Broker Consultant - Free State
Full job description
Main Propose
To recruit, maintain and develop brokers and achieve set targets
Main Outputs and Responsibilities
1. Develop and maintain sales and marketing plan
Develop and implement an integrated sales & marketing plan
Review progress and compile report on progress made
2. Recruit Brokers
Grow distribution channel by sourcing and selecting appropriate brokers
Prepare and present appropriate documentation of Brokers for the CCC
3. Provide support to brokers
Ensure brokers are equipped with sufficient documentation e.g. application forms
Handle administration queries on behalf of dedicated brokers
Check business methods of dedicated brokers and advise accordingly
Update brokers on Assupol products and services regularly
Ensure computer software of brokers are up to date in respect of Assupol products and services
Build professional business relationships with brokers
4. Offer training to brokers and their sub-agents
Facilitate product training
Facilitate any other form of training that will enhance the broker’s production
Keep record of training interventions
Forward all relevant training info to Head Office
5. Identity and develop new and current markets
Identify and develop new markets
Negotiate stop order markets
Maintain contacts with key decision makers and insurance industry resources (new and existing)
Retain and increase market share in existing markets
Manage the business retention
Conduct products presentations in the market
6. Maintain production targets and retain business
Identify and develop new markets
Ensure and monitor set production targets are achieved
Maintain business retention
Knowledge and Skills
Formal Education
Matric
Diploma/Degree/Long Term Insurance qualification (a qualification that is recognised by the FSCA)
Technical/Legal Certification
Regulatory Examination Level 1: Representatives
Regulatory Examination Level 1: Key Individual (Advantage)
Experience
2 years Project Management
2 years’ experience in the Long-Term Insurance industry
Atleast 1 years advice and intermediary experience in category A,B,C and retail benefits
1 year’s management experience in the insurance industry
COMPETENCIES
KNOWLEDGE
Life Industry
Legislation FAIS, NCA, FSCA, LTIA
Financial Management Products
SKILLS
Communication Verbal and written
Presentation
Research
Network
Facilitation
Coaching
Recruitment
Marketing
Report Writing
Planning and organising
ATTRIBUTES
Perseverance
People centric
